State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.
163% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 27
80% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $693K
37% more capital invested
Capital invested by funds: $4B → $5.48B (+$1.48B)
14% more funds holding in top 10
Funds holding in top 10: 63 → 72 (+9)
10% more funds holding
Funds holding: 419 → 460 (+41)
1% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 173
2.32% less ownership
Funds ownership: 71.93% → 69.61% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$170M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$84.1M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$79.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$76.9M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$50M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$111M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$71.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.2M |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$21.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPG
476
Resource Planning Group
Atlanta,
Georgia
| – | -$218K | -6,091 | Closed |
|
|
JFA
477
Johanson Financial Advisors
Campbell,
California
| – | -$212K | -5,959 | Closed |
|
|
RIA
478
Realta Investment Advisors
Wilmington,
Delaware
| – | -$209K | -5,861 | Closed |
|
|
NWP
479
Northstar Wealth Partners
West Hartford,
Connecticut
| – | -$203K | -5,695 | Closed |
|
|
RFM
480
Royal Fund Management
Lady Lake,
Florida
| – | -$62K | -1,756 | Closed |
|
|
AC
481
AlphaCore Capital
La Jolla,
California
| – | -$40K | -1,108 | Closed |
|
|
EWM
482
EPG Wealth Management
Atlanta,
Georgia
| – | -$26K | -724 | Closed |
|
|
DWM
483
Darwin Wealth Management
Tampa,
Florida
| – | -$8K | -234 | Closed |
|
|
WLPWM
484
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$5K | -140 | Closed |
|
|
AIS
485
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$1K | -25 | Closed |
|
|
JWA
486
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$208 | +5 | New |
|
487
Simplex Trading
Chicago,
Illinois
| – | +$225K | +5,410 | +773% |
|
SPYG Hedge Fund Activity: Q2 2020 in Review
460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.
The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.
- 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
- Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
- 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2020.